Senior Operations Advisor Coordinator

Job Summary

A company is looking for a Sr. Multi-life/Executive Benefits Operations Advisor Management Coordinator.

Key Responsibilities

• Facilitates complex inquiries for Multilife business and maintains relationships with insurance firms
• Analyzes escalated case submissions and monitors issue resolution status
• Participates in team initiatives for process improvements and provides consultations for financial professionals

Required Qualifications and Education

• 5+ years of CMD Operations experience focused on customer communication and service support
• 4-year degree or equivalent experience
• Series 6 license required
• Experience with corporate-owned and corporate-sponsored life insurance plans
• Ability to mentor junior team members and manage high-volume tasks under tight deadlines